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Name Holding Trade Value Shares
Change
Change in
Stake
UB
651
UMB Bank
Missouri
$238K -$24.6K -832 -10%
APW
652
Aurora Private Wealth
New Jersey
$238K -$20.6K -699 -8%
SFG
653
StrategIQ Financial Group
Indiana
$237K -$1K -34 -0.4%
KWM
654
Kingsview Wealth Management
Oregon
$237K +$232K +7,871 New
CSIC
655
Clifford Swan Investment Counsel
California
$236K +$231K +7,827 New
Vanguard Personalized Indexing Management
656
Vanguard Personalized Indexing Management
California
$235K +$230K +7,790 New
CIAS
657
Capital Investment Advisory Services
North Carolina
$234K +$229K +7,754 New
EH
658
Equitable Holdings
New York
$234K +$230K +7,778 New
WDG
659
Wealth Dimensions Group
Ohio
$229K +$224K +7,604 New
CFGS
660
Concourse Financial Group Securities
Alabama
$227K -$2.6K -88 -1%
VWA
661
V Wealth Advisors
Kansas
$227K +$223K +7,554 New
JWCA
662
J.W. Cole Advisors
Florida
$224K -$1.58M -53,417 -88%
CAM
663
Cresset Asset Management
Illinois
$222K +$217K +7,366 New
BS
664
Boenning & Scattergood
Pennsylvania
$222K +$218K +7,380 New
BPA
665
Beacon Pointe Advisors
California
$221K +$216K +7,303 New
QCM
666
Quest Capital Management
Texas
$221K +$217K +7,342 New
OF
667
Outfitter Financial
Maine
$220K +$216K +7,302 New
CGL
668
Clarius Group LLC
Washington
$220K +$216K +7,306 New
FDCDDQ
669
Federation des caisses Desjardins du Quebec
Quebec, Canada
$219K +$31.5K +1,067 +17%
SBIA
670
Sheaff Brock Investment Advisors
Indiana
$219K +$215K +7,282 New
GWA
671
GGM Wealth Advisors
Maryland
$218K +$212K +7,173 New
SLF
672
Sun Life Financial
Ontario, Canada
$217K -$321K -10,892 -60%
VVP
673
Venture Visionary Partners
Ohio
$217K -$21.2K -718 -9%
DWM
674
Doyle Wealth Management
Florida
$217K +$213K +7,210 New
NB
675
Nicolet Bankshares
Wisconsin
$216K +$213K +7,229 New